Before importing your patient list, view the steps to download the patient and order import template. Then, use this checklist to reduce errors that may occur.
Microsoft Excel file is saved with .xlsx extension
Recommended tasks to reduce number of rejected records:
Field values are in the proper format (see column requirements links to the right)
This section lists out which columns and need to be prepared with the correct formatting for a successful import.
The headers used for importing exactly match those provided in the patient import template
Patient ID / Medical record number (Required for all patients)
Supply history information